TAX Partner (Hedge Funds/Alternative Assets)

Location: San Francisco, CA, United States
Date Posted: 07-19-2016
Tax Partner at a global professional services organization  that specializes in  Assurance & Attest, Tax Compliance & Consulting, Managed Accounting,  Business Advisory,  Tax Controversy, Transaction, Forensic, Litigation Support and Valuation,  and other services to clients in a variety of industries.

This opportunity is based in San Francisco and will lead their Hedge Fund and Alternative Asset Practice. This opportunity provides a good work/life balance and direct exposure to U.S. and international tax with regard to a broad range of Investment partnership, private equity, real estate, and fund of funds domiciled in various domestic and international jurisdictions.

Primary responsibilities include managing tax consulting and compliance engagements - Interacting directly with clients and other local teams, and managing the economics of client projects. - Proven project management, leadership, and client interaction skills as well as a strong working knowledge of financial products and the related tax implications. - Strong communication skills with clients is a must - Good networker with natural ability to be a thought leader and generate new business - Tax Partners are expected to provide leadership, mentoring, and career development of staff. Qualifications:
 Ten or more years’ federal, state and local tax experience required; financial services tax (hedge funds, private equity, fund of funds, broker dealers, etc.)tax experience required
 Experience with security analysis, investment vehicle structures, fund structures and partnership tax allocations
 Previous experience in the implementation and/or design of tax technology solutions
 Familiarity with hedge fund and administrator accounting systems a plus
 Advanced degree in taxation required; (e.g., MST or JD)
 CPA certification required
 Big 4 experience or comparable a plus
 Strong research and communication skills (both written and oral)
 Strong executive presence and ability to participate in strategic planning initiatives
 Highly disciplined and comfortable in a fast-paced environment
 Strong interpersonal skills and effective presentation abilities
 Proactive worker who can work independently
 Must be able to multi-task in a fast paced environment
 Excellent time management skills
 Strong Microsoft Excel (sums, vlookups, data manipulation) and Word skills required
 Proficiency with PowerPoint a plus
 Willing to travel
Contact information:
Max Populi, LLC
4628 Bayard Street, #207
Pittsburgh, PA 15213-2750
Tel: (412) 567-5279
Fax: (412) 567-5198
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